Our Team
The professional team at Wm. H. Talley & Son, is personally committed to designing the right insurance program for you. All of our team members are highly trained in specific areas of responsibility and are continually updating their skills. Members of our team have earned the following designations:
- Certified Insurance Counselor (CIC)
- Chartered Property & Casualty Underwriter (CPCU)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Insurance Service Representative (CISR)
- Accredited Customer Service Representative (ACSR
Our Team
William H. Talley, III CPCU, CLU, ChFC
William H. Talley, IV CIC
William H. Talley, V CIC, CBIA
Business Insurance Client Service (Property & Casualty)
Katie Talley, CISR
Melvin W. Talley
Personal Insurance Client Service (Property & Casualty)
Kathy C. Moore, ACSR
Ruth Ann Wahnon, CISR
Life/Health/Employee Benefits Client Service
Sherri D. Thornton
Jamie S. Morini, ACSR
Office Support
Pauline V. Cacek
William H. Talley, III CPCU, CLU, ChFC
Chairman
License(s) – Property & Casualty, Life & Health
Email
- 1950: Joined agency and started insurance career.
- 1952: Graduated from the Richmond Professional Institute of the College of William & Mary with a Bachelor of Science Degree in Business Administration
- 1954: Became agency principal
- 1960: Named President of agency
- 1964: Earned CLU (Chartered Life Underwriter) designation from The American College
- 1979: Earned CPCU (Chartered Property Casualty Underwriter) from the American Institute for Charter Property Casualty Underwriter
- 1981: Earned ChFC. (Chartered Financial Consultant) designation from The American College
- 1999: Chairman of the Board
Industry service includes:
- Independent Insurance Agents of Virginia - Past Director
- Professional Insurance Agents of Virginia and the District of Columbia – Various Committees
- Virginia Association of Health Underwriters – Past President
- Richmond Chapter of the Society of Financial Service Professionals – Past President
- Advisory Board of the Insurance Department of the School of Business of the Virginia Commonwealth University
Business and Civic Activities:
Past:
- First Federal Savings Bank of Virginia - Director
- Bank of America of Virginia Tri-City Regional Board - Director
- Virginia United Methodist Pensions, Inc. - Director
- John Tyler Community College Board of Directors - Chairman
- Randolph-Macon College Board of Trustees.
Current:
- Union Finance Corporation - Director
- Industrial Development Authority of the City of Petersburg - Chairman
- Associated Risk Managers of Virginia Inc. - Treasurer and Director
- John Tyler Community College Foundation, Inc. - Director
- The Society of Alumni of Randolph-Macon College - Director
- Southside Virginia Emergency Crew, Inc. - Board of Trustees
- St. Mark’s United Church – Finance Committee Chairman
- Petersburg District of the United Methodist Church - Treasurer
- Ordained Ministry of the Virginia United Methodist Conference – Director
William H. Talley, IV CIC
President/CEO
License(s) – Property & Casualty, Life & Health, Variable Annuity, NASD Registrations Series 6/Series 63
Email
- 1977: Graduated from the Virginia Military Institute with a Bachelor of Arts Degree in Economics
- 1977: Joined agency as an Account Executive
- 1985: Earned CIC (Certified Insurance Consultant) designation from The Society of Certified Insurance Counselors
- 1999: President/CEO
Business & Civic Activities:
- SunTrust Bank – Director, Tri-Cities Board
- Boy Scouts of America, - Heart of Virginia Council – Council Officer and Member of the Executive Board
- Chamber of Commerce of Petersburg, Virginia – Past President
- Petersburg Lions Club – Past President
- Petersburg Jaycees – Past President. Named an Outstanding Young Virginian by the Virginia Jaycees in 1988.
- Virginia Military Institute – Serves on numerous Institute Boards
- Independent Insurance Agents - Director
William H. Talley, V CIC, CBIA
Treasurer/ Account Executive
License(s) – Property & Casualty, Life & Health
Email
- 2003: Graduated from the Virginia Military Institute with a Bachelor of Arts Degree in Economics with a minor in Finance.
- 2003: Joined agency as an Account Executive
- 2006: Earned CIC (Certified Insurance Consultant) designation from The Society of Certified Insurance Counselors
- 2012: Earned CBIA (Certified Builders Insurance Agent) designation from Builder's Mutual Insurance Company
Business & Civic Activities:
- Petersburg Chamber of Commerce – Past Chairman of the Board
- Petersburg Rotary – Lunch Club
- Appomattox Chapter DU Committee
- Crater District Boy Scouts of America - Committee
- Tri-Cities Chapter of the Virginia Military Institute Alumni Association– Co-Chairman of New Cadet Recruitment
Katie Talley, CISR
Current Position – Business Insurance Account Representative, Corporate Secretary
License(s) – Property & Casualty
Email
- 1990: Graduated from Virginia Polytechnic Institute with Bachelor of Science Degree (Marketing Management)
- 1994: Earned Master’s Degree in Special Education from the Virginia Commonwealth University
- 1995 – 2000: Taught Special Education in the Prince George County Virginia public schools
- 2000: Join agency as a Commercial Lines Account Representative
- 2001: Earned CISR (Certified Insurance Service Representative)
Melvin W. Talley
Current Position – Business Insurance Account Representative
License(s) – Property & Casualty
Email
- 1982: Graduated Virginia Military Institute
- 2005: Join agency as a Commercial Lines Account Representative
Kathy Moore, ACSR
Current Position – Personal Insurance Account Representative
License(s) – Property & Casualty
Email
- 1977: Graduated from Virginia Commonwealth University with Bachelor of Science Degree -Business Administration & Management.
- 1977: Started career in insurance
- 1989: Earned ACSR (Accredited Customer Service) Designation
- 2000: Joined agency as a Personal Lines Account Representative.
Ruth Ann Wahnon, CISR
Personal Insurance Account Representative
License(s) – Property & Casualty
Email
- 1975: Graduated from Petersburg High School, Petersburg Virginia
- 1975: Joined agency and started insurance career in the position of Personal Lines Account Representative
- 1999: Earned CISR (Certified Insurance Service Representative)
Sherri Thornton
Life/Health/Employee Benefits Account Representative
License(s) - Health
Email
- 2000: Graduated from Hopewell High School, Hopewell, Virginia
- 2006: Joined agency as a Life/Health/Employee Benefits Account Representative
Jamie Morini, ACSR
Life/Health/Employee Benefits Account Representative
Bookkeeper
License(s) – Life & Health
Email
- 1992: Graduated from Dinwiddie High School, Dinwiddie County, Virginia
- 2003: Joined agency as a Life/Health/Employee Benefits Account Representative
- 2006: Earned ACSR (Accredited Customer Service) Designation
Pauline Cacek
Receptionist, Office Support
Email
- 1969: Graduated from Prince George High School, Prince George County, Virginia
- 2003: Joined agency
